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[IMP] accounting: new behavior of the sepa provider

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Sepa mandates are not automatically confirmed anymore,
customers have to make one successful bank transfer
matching the expected payment details to confirm
their mandate.

See fd2fb212c5
See 9b729b157b

closes odoo/documentation#5188

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Victor Feyens 2023-07-25 08:44:01 +00:00
parent 7fa293200c
commit bc1cf93455
2 changed files with 8 additions and 9 deletions
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13
content/applications/finance/accounting/payments/batch_sdd.rst
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@ -50,17 +50,16 @@ SEPA Direct Debit as a payment method
-------------------------------------
SDD can be used as a payment method both on your **eCommerce** or on the **Customer Portal** by
activating SDD as a **Payment Provider**. With this method, your customers can create and sign their
mandates themselves.
activating SDD as a **Payment Provider**. With this method, your customers can create their mandates.
To ensure the validity of the information given by the customer, they will have to confirm each
mandate with one successful bank transfer of the expected amount.
To do so, go to :menuselection:`Accounting --> Configuration --> Payment Providers`, click on *SEPA
Direct Debit*, and set it up according to your needs.
To do so, go to :menuselection:`Accounting app --> Configuration --> Payment Acquirers`, click on
To do so, go to :menuselection:`Accounting app --> Configuration --> Payment Providers`, click on
:guilabel:`SEPA Direct Debit`.
.. important::
Make sure to change the :guilabel:`State` field to :guilabel:`Enabled`, and to check
:guilabel:`Online Signature`, as this is necessary to let your customers sign their mandates.
Make sure to change the :guilabel:`State` field to :guilabel:`Enabled` and set the provider as
"Published" so that it is available for your customers.
Customers using SDD as payment method get prompted to add their IBAN, email address, and to sign
their SEPA Direct Debit mandate.

4
content/applications/finance/payment_providers.rst
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@ -179,8 +179,8 @@ Bank payments
| When selected, Odoo displays your payment information with a payment reference. You have to
approve the payment manually once you have received it on your bank account.
- | :doc:`SEPA Direct Debit <../finance/accounting/payments/batch_sdd>`
| Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged
directly.
| Your customers can make a bank transfer to register a SEPA Direct Debit mandate and get their
bank account charged directly.
.. _payment_providers/features: